Assessment Summary View
From the main "Assessments" tab select the Board Assessment you wish to review, if the most recent one is not shown.
- The assessment results are a tally of your board’s self-assessment.
- The rating is a scale of 1 to 5 with 5 being “the high bar”.
- If senior staff or other non-board members (other than the CEO) have taken these assessments, they will be able to see their personal score when logged in to BoardOnTrack, but their answers are not included in the tally.
The summary view shows:
- your score for each assessment and how you compare to the rest of the board
- the board's average score for each assessment
- the CEO's score for each assessment
- the completion rate for you, the board and the CEO of the assessments (Note: The goal is to have 100% completion rate)
- the ability to download a PDF version of the report. Note: The PDF report does not contain a board member's individual score, to retain anonymity.
- links to review each assessment report in detail
View Individual Assessment Reports
Click the "View Report " link for the individual assessment you wish to look at in more detail.
The detail view shows:
- your score for the assessment and how you compare to the rest of the board
- the board's average score for the assessment
- the CEO's score for the assessment
- how many board members completed the assessment
- detail scores for each area of the assessment
- links to recommended resources for board and individual development
- link to the Assessment Answer Keys to support planning in conjunction with the recommended resources
Suggestions on how to digest and use this information
- The assessments are designed to give the Board and the CEO an objective third party take in how you are doing on your path to excellence.
- Most boards find it useful to take these assessments once a year, typically in the late spring/early summer as a way to complete an annual full board assessment.
- In addition, if you have a lot of turn over at some other point in the year and/or add a handful of new trustees, you might want to retake the assessments to fully gauge the board’s knowledge.
- We recommend first thinking about participation. Did 100% of the trustees and the CEO complete 100% of the assessments? Why or why not? What does this tell you about how engaged the team is? What do you want to do about it?
- Successful boards have a strong partnership between the board and the CEO – skim these quickly to identify how aligned the board and the CEO are on strengths and areas that need improvement. Are there places where the board (black line) and CEO (gray) are not in sync? Flag these to discuss as a full group.
- Next skim again for the areas where the majority of respondents gave low marks (1s, 2s) prioritize these for discussion and action steps.
- Look for areas where you have mostly 4s and 5s. Give yourselves a pat on the back.
- After processing out these results as a full board, use them to help you create a set of prioritized goals for the year. Remember, board goals are really committee specific goals presented collectively.
- When you log in to BoardOnTrack and click on the assessments tab you’ll notice to the left of the assessment name there are icons. The first 5 and the last assessment have the icon that refers to the governance committee. The governance committee should look at these assessments and use them to help set their committee goals for the year. The corresponding committee should do the same for the other assessments.
- As you are working on goals and a work plan to take action on the areas where you need improvement, please note that if you click on the assessment report in BoardOnTrack below the results you will see content (samples, examples, etc.) that will help you take action.
- Don’t hesitate to reach out to us if we can help you with interpreting or prioritizing the information. We'd be happy to pull a report that summarizes the data for you. And, we would be happy to set up a quick coaching call to look at the data with you and develop a clear set of action steps. Just click the big help button in the upper right hand corner of BoardOnTrack and let us know that you need help.
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